Managing Error Conditions for Time Capture

You can set up and enforce policies that affect authorization of transaction entries. These conditions rely on statuses for the client or values maintained by the system. To use warnings and errors effectively, it is important to maintain client information on a timely basis.

You can also select recipients to receive a notification if a specified condition occurs. See Managing Notifications for Time Capture for more information.

To manage transaction entry error conditions, do the following:

1. Open Dashboard, click Application Links on the navigation panel, and then click Settings and defaults under Firm.
2. Click Practice > Time Capture Error Conditions on the navigation panel.
3. Select one of the following actions for each condition:
   • Ignore. Does not display an error message or warning when the condition is met.
   • Warning. Displays a warning but allows the transaction to be saved.
   • Error. Displays an error message and does not allow the transaction to be saved.

   Note: If your firm is validating IDs for Time Capture and you select Error here, it is not possible to save a time entry when the error condition is met. The time entry must be changed so that no error condition exists before it can be saved. It is recommended that your firm establish a policy for that situation.

4. Select the notifications for each condition with a Warning action.
5. Click OK.

Note: For error conditions related to values (such as hours or amounts), the entry that moves a project from below the maximum value to above the maximum value does not generate an error or warning. Subsequent entries generate errors or warnings.